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FFFP: Military and Financial Planning

February 5 @ 10:00 am - 12:00 pm

Join us for an online seminar on financial planning for active-duty, reservists, veterans, and military retirees.

Our panel of speakers will cover the following topics:

  • Financial Planning for Active Duty, Reservists, Veterans, and Military Retirees
    An overview of benefits and decisions regarding:

    • Survivor Benefits Plan (SBP)
    • VA Disability Determination
    • Life Insurance to replace SGLI
    • Medical Insurance, including TriCare for Life
    • Dental Insurance
    • New FEDVIP
    • Social Security Retirement Age Decision
    • Medicare
  • Life Insurance, Annuities and Calculating a Post-Retirement Budget
  • The Intersection of Military and Federal Benefits
  • Military Survivor Benefit Plans and Special Needs Trusts
  • Survivor Benefit Plan to provide portion of your retired pay
  • Why setting up a Special Needs Trust is essential for SBP beneficiaries with disabilities

Our Panel of Presenters:

Young Park
Relationship Manager – Team Lead
AAFMAA Wealth Management & Trust

Jenny Campbell
Member Benefits – Team Lead
AAFMAA Wealth Management & Trust

Ron Shilling, USN (Ret)
Norfolk Regional Manager and Educator
Navy Mutual Aid Association

Tia Marsili
Director of Trusts
The Arc of Northern Virginia

Register for the webinar here

 

Details

Date:
February 5
Time:
10:00 am - 12:00 pm
Event Category: